Phone Calls - Use phone calls to record what you said to a client and to remind you to follow up. Schedule new phone calls to remind you or a staff member to contact a client in the future. See: Phone Calls

Email - Send emails to your clients, receive incoming email, and even copy and paste external emails into the software in order to keep your client's communication history all in one place. See: Email

SMS Text Messages - Send SMS text messages and receive replies. See: SMS Text Messages

Letters - Sometimes a printed letter is still just what you need! You can create form letters and then print them from the software, either individually or in bulk.

Messages Hub - This is your "inbox" for email and SMS text messages. You can sort the messages by user, department, due date, and more. See: Messages Hub

Communication Wizard - Use this convenient tool to send bulk emails and text messages, create multiple call records, or print a whole group of letters. You can select a specific group of clients or build a sophisticated filter to find just the right set of clients. See: Communication Wizard

Triggers - [ only] Triggers are powerful tools that automate your client communications. For example, set them up to automatically send an email or text message to remind your clients of their session or to follow-up with a thank you.

Form Letter and HTML Email Builders - The Form Letter Builder gives you the power to create your own form letters to print or send as an email or text message. Design letters and contracts that include your text and branding and then merge fields from your database to personalize each one with specific client information, session information, etc.! The HTML Email Builder helps you to create a library of HTML emails you can use for marketing and newsletters. See: Form Letter Builder and HTML Email Builder